2014-10-03T16:09:48-05:00 2014-08-31 113452093 MARKOWITZ FENELON & BANK LLP 300 PANTIGO PLACE SUITE 109 EAST HAMPTON NY 11937 990PF 2013-09-01 510163773 THE STEELE FOUNDATION UA 090175 C/O CURTIS D BECKER TRUSTEE STEE 6313241434 300 PANTIGO PLACE NO 109 EAST HAMPTON NY 11937 KEVIN W CROWLEY VICE PRESIDENT & TRUSTEE 6313241434 2014-10-01 1 ROBERT E WHITE CPAPFS P00230296 6313241434 2014-10-01 2013 2015-12-30 17:16:21Z X 5146200 X 868875 29570 29570 68290 68290 584415 3264165 584415 0 0 0 550 550 1551700 682825 0 0 0 0 0 0 3000 1175 1825 81225 81225 0 0 5790 3415 0 0 0 0 0 320 20 270 90335 85835 2095 1252500 1252500 1342835 85835 1254595 208865 596990 188245 245465 245465 3000 0 0 3000 3000 0 0 0 0 0 0 0 0 0 0 0 75000 0 85250 75000 75000 0 0 0 20 10 10 192525 169040 167775 3502320 3708375 4381175 290050 266385 268775 5000 5000 5000 0 0 0 0 4263410 4472275 5146200 0 0 0 0 0 0 0 0 0 0 0 0 X 4263410 4472275 0 0 0 0 4263410 4472275 4263410 4472275 4263410 208865 0 4472275 0 4472275 RAYMOND JAMES-78684820 P 2013-09-01 2014-08-30 564585 0 547740 16845 16845 RAYMOND JAMES-78684820 P 2008-10-15 2014-08-30 1887340 0 1332450 554890 554890 RAYMOND JAMES-78362216 P 2013-09-01 2014-08-30 460070 0 460820 750 750 RAYMOND JAMES-78362216 P 2008-10-15 2014-08-30 335285 0 340240 -4955 -4955 CAPITAL GAINS DIVIDENDS P 16885 16885 16885 584415 0 259120 4828805 0.053661 226500 4597300 0.049268 253450 5002495 0.050665 220225 4501495 0.048923 188425 3933005 0.047909 0.250426 0.050085 5484805 274705 5970 280675 1254595 X 5970 0 5970 0 5970 0 X 50 6020 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 NONE MARKOWITZ FENELON BANK LLP 6313241434 300 PANTIGO PLACE-SUITE-109 EAST HAMPTON NY 11937 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEVIN W CROWLEY 4506 WHISPERWOOD SARASOTA FL 34235 PRESIDENT & TREASURER 8.00 0 0 0 ANN M CROWLEY 4506 WHISPERWOOD SARASOTA FL 34235 SECRETARY & TRUSTEE 2.00 0 0 0 CURTIS D BECKER 37 COOPER LANE EAST HAMPTON NY 11937 VICE PRESIDENT & TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 5231600 216230 120500 5568330 0 0 5568330 83525 5484805 274240 274240 5970 5970 268270 0 268270 0 268270 1254595 0 1254595 5970 1248625 268270 0 0 300 8700 22430 31430 1254595 0 0 0 268270 986325 0 0 1017755 0 0 0 0 0 0 0 1017755 300 8700 22430 986325 X KEVIN W CROWLEY 4506 WHISPERWOOD 4 SARASOTA FL 34235 9417061096 NONE BY LETTER INDICATING PURPOSES OF THE GRANTS TO BE MAILED TO KEVIN W. CROWLEY, TRUSTEE-4506 WHISPERWOOD #4-SARASOTA, FLORIDA 34235 BY LETTER INDICATING PURPOSES OF THE GRANTS TO BE MAILED TO KEVIN W. CROWLEY, TRUSTEE-4506 WHISPERWOOD #4-SARASOTA, FLORIDA 34235 NONE MUST BE A QUALIFIED CHARITY UNDER I.R.S. CODE-NO INDIVIDUALS. ST MARTHA CATHOLIC CHURCH 200 NORTH ORANGE AVENUE SARASOTA FL 34236 NONE PRIVATE CHURCH RECREATION BUILDING FUND 1000000 ST MARTHA CATHOLIC CHURCH 200 NORTH ORANGE AVENUE SARASOTA FL 34236 NONE PRIVATE UNRESTRICTED FUNDS FOR CHURCH OPERATING BUDGET 75000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 332 N LAUDERDALE-PO BOX 50 MEMPHIS TN 381019929 NONE PRIVATE CHILDREN'S CANCER TREATMENT AND CANCER RESEARCH 75000 PROSTATE CANCER FOUNDATION 1250 F0URTH STREET SANTA MONICA CA 90401 NONE PRIVATE PROSTATE CANCER TREATMENT AND CANCER RESEARCH 25000 GUIDE DOG FOUNDATION FOR THE BLIND INC 371 EAST JERICHO TURNPIKE SMITHTOWN NY 117872976 NONE PRIVATE BLINDNESS REHABILITATION AND GUIDE DOG AID TO THE BLIND 25000 LITTLE SISTERS OF THE POOR 2999 SCHURZ AVENUE BRONX NY 10465 NONE PRIVATE ASSISTANCE FOR THE HOMELESS, NEEDY & POOR & NUTRITION PROGRAMS 25000 FARMINGDALE STATE UNIVERSITY 2350 BROADHOLLOW ROAD FARMINGDALE NY 11735 NONE PRIVATE TUITION ASSISTANCE & SCHOLARSHIP PROGRAMS FOR NEEDY STUDENTS 12000 SMITH COLLEGE 7 COLLEGE LANE NORTHAMPTON MA 01063 NONE PRIVATE TUITION ASSISTANCE & SCHOLARSHIP PROGRAMS FOR NEEDY STUDENTS 4000 CORNELL UNIVERSITY 410 THURSTON AVENUE ITHACA NY 14850 NONE PRIVATE TUITION ASSISTANCE & SCHOLARSHIP PROGRAMS FOR NEEDY STUDENTS 4000 THE PALLOTTINES 5724 WESTMOUND ROAD MILWAUKEE WI 532083097 NONE PRIVATE CATHOLIC APOSTOLATE EDUCATION AND PALLOTTINE LIFE VALUES 3000 FASHION INSTITUTE OF DESIGN AND TECHNOLOGY 227 W 27TH ST NEW YORK NY 100015992 NONE PRIVATE TUITION ASSISTANCE & SCHOLARSHIP PROGRAMS FOR NEEDY STUDENTS 2500 THE STATE UNIVERSITY OF POTSDAM 44 PIERREPONT AVENUE POTSDAM NY 13676 NONE PRIVATE MUSIC DEPARTMENT EDUCATION AND ADVANCEMENT 1000 THE LEUKEMIA & LYMPHOMA SOCIETY DONOR SERVICES-PO BOX 4072 PITTSFIELD MA 01202 NONE PRIVATE LEUKEMIA AND LYMPHOMA TREATMENT AND CANCER RESEARCH 1000 1252500 0 14 29570 14 68290 14 550 18 584415 0 682825 0 682825 0 0 0 0 0 0 0 0 0 0 X X 1 LOUIS T STEELE TRUST A UW 16 BAYVIEW DRIVE-PO BOX 2239 SAG HARBOR NY 11963 793875 X 2 LOUIS T STEELE TRUST A UW 16 BAYVIEW DRIVE-PO BOX 2239 SAG HARBOR NY 11963 75000 X 2 REMAINING BALANCE OF PROMISSORY NOTE FROM GOSMAN'S RESTAURANT AND BAR, INC. TO LOUIS T. STEELE TRUST 75000 2014-01-01 MARKOWITZ, FENELON & BANK, LLP 3000 1175 1825 N/A 0 RAYMOND JAMES-78362216 266385 268775 RAYMOND JAMES-78362216 205125 205575 RAYMOND JAMES-FREEDOM-7868420 3503250 4175600 169040 167775 0 0 ART COLLECTION-1 HENRY HOWARD AT COST 5000 5000 LIBRARY BOOK COLLECTION AT COST 0 0 NONE 0 0 0 ATTORNEY GENERAL & FILING FEES 250 0 250 POSTAGE 20 15 5 OFFICE EXPENSES 20 5 15 FORM 990-PF-ESTIMATED TAX PENALTY-8/31/2013 30 0 0 SALE OF LIBRARY COLLECTIONS 550 550 550 NONE 0 0 DONALD WHITEHEAD NONE 290000 0 2006-08 2016-08 30,000 ANNUAL 8.000000000000 REAL ESTATE OPTION BUSINESS CAPITAL REAL ESTATE OPTION 500000 GOSMAN'S RESTAURANT AND BAR INC NONE 75000 75000 2014-01 2016-12 25,000 ANN 6.000000000000 PROMISSORY NOTE BUSINESS CAPITAL PROMISSORY NOTE 75000 RAYMOND JAMES-78684820 72175 72175 0 RAYMOND JAMES-78362216 9050 9050 0 FEDERAL EXCISE TAX-8/31/2013 2375 0 0 FOREIGN TAX WITHHELD-78684820 3415 3415 0